Marotta Asset Management

Position in D — Dominion Energy, Inc

CIK 1802091 CHARLOTTESVILLE, VA

Position in D

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$224,537

+$20,717 QoQ

Shares Held

3,288

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#1,158

of 1,533 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Marotta Asset Management holds $663,136 across 2 Utilities - Regulated Electric names. D ranks #2 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DUK	Duke Energy CORP	3,465	$438,599
2	D	Dominion Energy, Inc This page	3,288	$224,537

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$224,537	3,288	-0.3%	Shares	Sole	2026-07-09
2026-03-31	$203,820	3,297	-0.7%	Shares	Sole	2026-04-27
2025-09-30	$203,084	3,320	-24.5%	Shares	Sole	2025-10-16
2023-06-30	$227,772	4,398	-7.9%	Shares	Sole	2023-07-05
2022-12-31	$292,680	4,773	+7.6%	Shares	Sole	2023-01-03
2022-09-30	$306,433	4,434	-5.6%	Shares	Sole	2022-10-11
2022-06-30	$374,787	4,696	0.0%	Shares	Sole	2022-07-21
2022-03-31	$399,019	4,696	-9.3%	Shares	Sole	2022-04-08
2021-12-31	$406,548	5,175	0.0%	Shares	Sole	2022-01-13
2021-09-30	$377,878	5,175	0.0%	Shares	Sole	2021-10-21
2021-06-30	$380,724	5,175	0.0%	Shares	Sole	2021-07-09
2021-03-31	$393,093	5,175	+34.9%	Shares	Sole	2021-04-09
2020-12-31	$288,467	3,836	-3.0%	Shares	Sole	2021-01-07
2020-09-30	$312,247	3,956	-0.0%	Shares	Sole	2020-10-06
2020-06-30	$321,229	3,957	+0.0%	Shares	Sole	2020-07-06
2020-03-31	$285,583	3,956	—	Shares	Sole	2020-04-02
No filing history on record for this holder in this stock.